First Washington CORP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), First Washington CORP reported 53 stock positions worth $282.9 million. Its top holding was Paccar (PCAR) at 13.6% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.1%) and Alaska Air (ALK, 3.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 5, added to 9 and reduced 11. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +215%) and the biggest sale an exit from Wafd (WAFD).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001390043
Portfolio Value
$282.9M (Q4 2024)
SEC Filing
0001390043-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $261.6M Q1 2024 Q2 2024: $270.1M Q2 2024 Q3 2024: $251.7M Q3 2024 Q4 2024: $282.9M $282.9M Q4 2024 Q1 2025: $284.9M Q1 2025 Q2 2025: $310.2M Q2 2025 Q3 2025: $373.0M Q3 2025 Q4 2025: $386.1M Q4 2025 Q1 2026: $353.5M Q1 2026 Q2 2026: $410.5M Q2 2026

Holdings 53 stocks · $282.9M
PCAR Paccar Inc. 13.64% 370,889 $38.6M Add +5.3%
AGG iShares Core U.S. Aggregate 11.11% 324,319 $31.4M Add +215.3%
ALK Alaska Air Group Inc. 3.81% 166,270 $10.8M No change
MSFT Microsoft Corp. 3.48% 23,364 $9.8M Reduce -0.3%
GEV GE Vernova Inc. 3.15% 27,089 $8.9M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.03% 14,633 $8.6M No change
COST Costco Wholesale Corp. 2.89% 8,923 $8.2M Reduce -0.4%
AMZN Amazon.com Inc. 2.76% 35,608 $7.8M Reduce -0.4%
GVA Granite Construction Inc. 2.52% 81,216 $7.1M Reduce -0.5%
MTZ Mastec Inc. 2.34% 48,680 $6.6M Reduce -13.1%
GEHC GE Healthcare Technology 2.23% 80,809 $6.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.20% 141,764 $6.2M No change
VCEL Vericel Corp. 2.16% 111,145 $6.1M No change
DY Dycom Industries Inc. 2.08% 33,811 $5.9M No change
CTLP Cantaloupe Inc. 2.04% 608,306 $5.8M Reduce -0.2%
F Ford Motor Co. filed as FORD MTR CO 1.98% 566,469 $5.6M Add +21.7%
LLY Eli Lilly & Co. 1.97% 7,233 $5.6M New
DAR Darling Ingredients Inc. 1.94% 162,959 $5.5M No change
ANET Arista Networks Inc. 1.83% 46,880 $5.2M Add +21.5%
CRWD CrowdStrike Holdings Inc. Class A 1.78% 14,751 $5.0M No change
AVGO Broadcom Inc. 1.74% 21,191 $4.9M Reduce -0.9%
LSEA Landsea Homes Corp. 1.73% 577,813 $4.9M No change
ICE Intercontinental Exchange Inc. 1.57% 29,862 $4.4M No change
GDX Vaneck Gold Miners ETF 1.56% 129,841 $4.4M Reduce -2.1%
CME Cme Group Inc. 1.52% 18,541 $4.3M No change
LASR Nlight Inc. 1.47% 397,391 $4.2M Add +21.9%
TENB Tenable Holdings Inc. 1.44% 103,763 $4.1M No change
UBER Uber Technologies Inc. 1.42% 66,817 $4.0M No change
ETN Eaton Corp. PLC 1.40% 11,922 $4.0M New
MU Micron Technology Inc. 1.31% 44,117 $3.7M Add +19.4%
CBOE Cboe Global Markets Inc. 1.20% 17,372 $3.4M No change
ZS Zscaler Inc. 1.18% 18,566 $3.3M Add +22.1%
CLF Cleveland-Cliffs Inc. 1.17% 351,117 $3.3M Add +15.8%
GOOGL Alphabet Inc. Class A 1.15% 17,176 $3.3M No change
LEN Lennar Corp. Class A 1.12% 23,283 $3.2M Add +102.2%
NDAQ Nasdaq Inc. 1.12% 40,968 $3.2M No change
MDT Medtronic PLC 1.07% 37,746 $3.0M No change
ALL Allstate Corp. 1.05% 15,410 $3.0M No change
EQT Eqt Corp. 1.00% 61,366 $2.8M No change
VKTX Viking Therapeutics Inc. 0.84% 59,117 $2.4M No change
NWN Northwest Natural Holding Co. 0.84% 60,132 $2.4M No change
MRVL Marvell Technology Inc. 0.68% 17,397 $1.9M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.57% 31,420 $1.6M No change
AAPL Apple Inc. 0.49% 5,550 $1.4M No change
GNRC Generac Holdings Inc. 0.45% 8,155 $1.3M No change
QQQ Invesco QQQ Trust Series 1 0.42% 2,308 $1.2M Reduce -3.9%
DVN Devon Energy Corp. 0.38% 32,807 $1.1M No change
MRK Merck & Co. Inc. 0.36% 10,330 $1.0M Reduce -1.4%
QCOM Qualcomm Inc. 0.29% 5,298 $814K No change
AMD Advanced Micro Devices 0.16% 3,719 $449K No change
Z Zillow Group Inc. Class C 0.13% 5,000 $370K No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 650 $295K No change
TRGP Targa Resources Corp. 0.10% 1,519 $271K No change

Portfolio Sells Q3 2024 → Q4 2024
WAFD Wafd Inc. Sold out 0.00% −1.77
BA The Boeing Co. Sold out 0.00% −1.51
IDA Idacorp Inc. Sold out 0.00% −1.22
GDX Vaneck Gold Miners ETF Reduce -2.1% 1.56% −0.54
MSFT Microsoft Corp. Reduce -0.3% 3.48% −0.52
MTZ Mastec Inc. Reduce -13.1% 2.34% −0.40
COST Costco Wholesale Corp. Reduce -0.4% 2.89% −0.26
NRGV Energy Vault Holdings Inc. Sold out 0.00% −0.18
MRK Merck & Co. Inc. Reduce -1.4% 0.36% −0.11
ZUMZ Zumiez Inc. Sold out 0.00% −0.08
GVA Granite Construction Inc. Reduce -0.5% 2.52% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -3.9% 0.42% −0.05
AMZN Amazon.com Inc. Reduce -0.4% 2.76% +0.12
CTLP Cantaloupe Inc. Reduce -0.2% 2.04% +0.25
AVGO Broadcom Inc. Reduce -0.9% 1.74% +0.27
GEV GE Vernova Inc. Reduce -0.2% 3.15% +0.40

Portfolio Buys Q3 2024 → Q4 2024
AGG iShares Core U.S. Aggregate Add +215.3% 11.11% +6.97
LLY Eli Lilly & Co. New 1.97% +1.97
ETN Eaton Corp. PLC New 1.40% +1.40
ANET Arista Networks Inc. Add +21.5% 1.83% +0.36
LEN Lennar Corp. Class A Add +102.2% 1.12% +0.26
ZS Zscaler Inc. Add +22.1% 1.18% +0.15
LASR Nlight Inc. Add +21.9% 1.47% +0.09
F Ford Motor Co. Add +21.7% 1.98% +0.03
PCAR Paccar Inc. Add +5.3% 13.64% −0.16
MU Micron Technology Inc. Add +19.4% 1.31% −0.21
CLF Cleveland-Cliffs Inc. Add +15.8% 1.17% −0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 51$410.5MJCPB, PCAR, MU, DY, MRVL
Q1 2026 50$353.5MJCPB, PCAR, MTZ, VKTX, LASR
Q4 2025 58$386.1MPCAR, JCPB, AGG, LASR, VKTX
Q3 2025 56$373.0MJCPB, PCAR, AGG, SPY, LASR
Q2 2025 53$310.2MAGG, PCAR, SPY, MSFT, DY
Q1 2025 57$284.9MAGG, PCAR, SPY, ALK, F
Q4 2024 53$282.9MPCAR, AGG, ALK, MSFT, GEV
Q3 2024 56$251.7MPCAR, AGG, MSFT, SPY, COST
Q2 2024 58$270.1MPCAR, SPY, MSFT, AGG, COST
Q1 2024 56$261.6MPCAR, SPY, MSFT, LSEA, COST